See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP6+ years Filed as: MOSS-ADAMS LLP Service code 16 · EIN 04-2654524 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,400 | $66,124+56.4% | $90,404+14.4% | $73,488+40.7% |
| Participation rate | 61.1% | 69.7%-8.6pp | 72.7%-11.6pp | 70.7%-9.6pp |
| Annual return | 12.26% | 17.65%-5.4pp | 1293.02%-1280.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,618 | $2,346-31.0% | $3,262-50.4% | $2,270-28.7% |
| Participant deferral / active EE | $4,580 | $3,039+50.7% | $3,963+15.6% | $3,740+22.5% |
| Admin fee / account holder | $107 | $396-73.1% | $5,611-98.1% | $513-79.2% |